facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
Active Investment Management In 2021: An Interview With Ross Klein, CFA Thumbnail

Active Investment Management In 2021: An Interview With Ross Klein, CFA

Ep 32: Active Investment Management In 2021: An Interview With Ross Klein, CFA

Today I am excited to interview Ross Klein, founder, managing member, and chief investment officer of Changebridge Capital, LLC.

In this episode we take a deeper look into a few of the more popular areas of investment management.  We touch on the importance of diversification and how we can't rely on the S&P 500 as our only form of diversification.  We also discuss the growing popularity of ESG investing and ways investors should be approaching this space. And finally, Ross gives us a few tips on how we can better evaluate active investment managers and not rely so heavily on just past performance data.

You can find more information about Changebridge Capital LLC at:

www.changebridgecapital.com
www.changebridgefunds.com

If you're looking to follow or connect with Ross on social media, you can find him on:

LinkedIn: https://www.linkedin.com/in/ross-klein-cfa-1645a46/
Twitter: @RKleinCFA

Or contact Ross directly at:

ross@changebridgecapital.com

Enjoy the show!

You can connect with Derek on social media at:

https://twitter.com/derekjdelaney
https://www.linkedin.com/in/derekdelaneypharmdfp/
https://www.facebook.com/PharmD-Financial-Planning-LLC-116600423803050

Or by email at:
derek@pharmfp.com

Schedule an Introductory Call